Press Release

Planning for Your CPA Firm’s Future

AICPA Summits Offer Guidance on Succession Planning

Published July 31, 2013

NEW YORK (July 31, 2013) – One sign of good leadership is knowing when and how to groom a successor. Timing is important, but what’s really vital is to have a detailed plan in place to ensure things go smoothly for the departing leader, his or her partners and – most of all – the firm’s clients.

To help CPA practices prepare for this transition, the AICPA is holding a series of Succession Planning Summits, each segmented by firm size. Participants will learn the ins-and-outs of mergers, best practices for bringing in new partners or developing leaders in-house, due diligence for valuing a firm, and other hot topics.

Each event will be available simultaneously at AICPA facilities in Durham, N.C., and New York, N.Y. Speakers will be split between the two sites, so the event will be a mix of live presentations and simulcasts. Consult the registration page for more information. The summit schedule, by firm size, is: